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Institute for Wealth Management’s Live Nation Entertainment LYV Stock Holding History

Institute for Wealth Management’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$403K Sell
2,203
-96
-4% -$15.8K 0.04% 371
2026
Q1 		$351K Hold
2,299
– – 0.04% 389
2025
Q4 		$328K Sell
2,299
-12
-0.5% -$1.73K 0.03% 415
2025
Q3 		$378K Sell
2,311
-179
-7% -$28.3K 0.04% 394
2025
Q2 		$377K Sell
2,490
-133
-5% -$18.3K 0.04% 377
2025
Q1 		$343K Hold
2,623
– – 0.04% 384
2024
Q4 		$340K Hold
2,623
– – 0.04% 372
2024
Q3 		$287K Sell
2,623
-86
-3% -$8.32K 0.04% 425
2024
Q2 		$254K Hold
2,709
– – 0.03% 424
2024
Q1 		$287K Hold
2,709
– – 0.04% 401
2023
Q4 		$254K Sell
2,709
-113
-4% -$9.72K 0.04% 405
2023
Q3 		$234K Hold
2,822
– – 0.04% 402
2023
Q2 		$257K Sell
2,822
-122
-4% -$9.52K 0.04% 396
2023
Q1 		$206K Sell
2,944
-285
-9% -$20.9K 0.04% 429
2022
Q4 		$225K Buy
+3,229
New +$239K 0.05% 402

Other funds holding LYV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institute for Wealth Management's LYV Position: Q2 2026 in Review

Institute for Wealth Management reduced its Live Nation Entertainment (LYV) stake by 4.2% in Q2 2026, selling an estimated $15.8K and leaving 2,203 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #371.

Institute for Wealth Management first reported a position in LYV in Q4 2022 and has held it in 15 quarters since. 848 funds tracked by Wall St. Rank hold LYV as of Q2 2026.

  • Institute for Wealth Management held 2,203 shares of Live Nation Entertainment worth $403K as of Q2 2026.
  • Institute for Wealth Management sold 96 Live Nation Entertainment shares in Q2 2026, an estimated $15.8K.
  • Live Nation Entertainment made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #371 holding.
  • Institute for Wealth Management first reported a position in Live Nation Entertainment in Q4 2022 and has held it in 15 quarters since.
  • 848 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.